See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,639 |
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 22 · EIN 43-0538770 | Insurance Broker | $35,168 |
DUNBAR, BENDER & ZAPF, INC.7 years Service code 15 · EIN 25-1650062 | Recordkeeping | $1,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,699 | $79,184-33.4% | $102,438-48.6% | $74,546-29.3% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 14.14% | 54.95%-40.8pp | 29.37%-15.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,340 | $2,362-43.3% | $3,024-55.7% | $2,624-49.0% |
| Participant deferral / active EE | $4,467 | $4,414+1.2% | $5,054-11.6% | $4,347+2.7% |
| Admin fee / account holder | $185 | $2,001-90.7% | $9,448-98.0% | $1,944-90.5% |